Energy Commentary

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COMMENTARY: Charting the Projected US Power Capacity Mix Through 2035 – Maguire

Electricity Grid, Energy Commentary, Energy Topics & Technology, Latest, US News / By

By Gavin Maguire LITTLETON, Colorado, Aug 21 (Reuters) – U.S. power generation capacity is evolving at the fastest pace in decades, as utilities scramble to ensure that supplies keep up with rapidly growing electricity demand from data centers, AI applications, businesses, homes and electric vehicles. To help frame expectations on what power sources will likely …

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OPEC+ Gets Lucky as it Brings Back Oil Output Amid Uncertainty

CDN and International News, Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, Oil, Pinned Primary / By

Clyde Russell (Reuters) – A couple of months ago it would have been a brave call to say that OPEC+ would be able to bring back 2.5 million barrels per day of crude production and still keep oil prices anchored around $70 a barrel. But this is exactly what has occurred, with the eight members …

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COMMENTARY: Markets Call Trump’s Bluff on Russian Oil Sanctions in Increasingly Risky Game – Bousso

Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, Oil, US News / By

By Ron Bousso Oil markets discount risk of Trump hitting Russia with secondary sanctions Russia produces nearly 10% of global oil, is the third largest exporter Secondary sanctions could lead to severe energy price shock, inflation LONDON, July 15 – U.S. President Donald Trump’s threat to choke off Russia’s oil revenue via secondary sanctions would …

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COMMENTARY: Where the Fight Against Energy Subsidies Stands – Alex Epstein

Energy Commentary, Energy Topics & Technology, Latest, US News / By

The final “Big Beautiful Bill” failed to truly terminate solar/wind subsidies. But there is still the opportunity to do so, along with making other crucial changes to electricity policy. By Alex Epstein In my last post I summarized the terrible last-second change the Senate made regarding the IRA subsidies: “The Senate bill looks like it has …

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COMMENTARY: What Influences Crude Oil More? US Bombs or Iran’s Silent Allies – Russell

Conventional Energy, Energy Commentary, Energy Storage, Energy Topics & Technology, Latest, Oil, US News / By

By Clyde Russell LAUNCESTON, Australia, June 24 (Reuters) – Crude oil’s sharp reversal of the Israel-Iran war premium shows the power of a few words from a key player to move the market, but in doing so it also masks the greater influence of those who stay largely silent. Global benchmark Brent futures plunged after …

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US Shale Producers Unlikely to Heed Trump’s Call to “Drill, Baby, Drill” as Rally Fades

Conventional Energy, Energy Commentary, Energy Topics & Technology, Exploration & Production, Latest, Oil, Tri-Pinned, US News / By

US shale oil producers are unlikely to increase production in response to President Donald Trump’s call to “Drill, Baby, Drill” and will instead prioritize hedging contracts to lock in revenue. Companies are wary of being caught off guard by another false start in global crude markets and will not spend heavily on new drilling without …

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COMMENTARY: Israel-Iran War Already Takes Toll on Oil and Gas Sector – Bousso

CDN and International News, Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, Natural Gas, Oil / By

(Reuters) – Critical energy infrastructure in Israel and Iran has not escaped unscathed from the first few days of the countries’ escalated conflict. Worst-case scenarios have yet to be realized, but the war is already having a notable impact on energy production and exports in both countries. Benchmark Brent crude oil prices jumped 7% to …

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COMMENTARY: Even Big Oil Thinks Big Oil Is Too Risky These Days – Fickling

Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, LNG, Oil, US News / By

Adnoc’s bid for Santos shows oil producers are going after LNG  to counter declining demand and war. By David Fickling What’s an oil producer to do when it sees its core product under threat from declining demand and a war-torn neighborhood? Just ask Abu Dhabi National Oil Co. The $19 billion all-cash bid for Australian gas …

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NRG Expects to Line Up New US Data Center Deals This Quarter

Batteries, Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, LNG, Natural Gas, Nuclear, Renewable Energy, Solar, US News, Wind / By

Bloomberg NRG Energy Inc. is working on deals to power US data centers “all over the country” and will reveal details with second-quarter results, according to the top executive of the independent generator. These are huge, complicated deals and it’s sensitive to figure out when to announce them, Chief Executive Officer Larry Coben said on Bloomberg TV. Data …

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COMMENTARY: With Friends Like Brazil, OPEC+ Doesn’t Need Enemies – Javier Blas

CDN and International News, Conventional Energy, Energy Commentary, Energy Topics & Technology, Latest, Oil, OPEC / By

It’s clear that a boom is following the bust, and the timing couldn’t be worse for the Saudi-led oil cartel. By Javier Blas Moving right along. Photographer: Mauro Pimentel/AFP/Getty Images The Brazilian coffee and oil industries have something in common. Espresso connoisseurs know the country’s coffee production follows a natural biennial cycle, alternating periods of …

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